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McGuire Capital Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

McGuire Capital Advisors’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.41K Sell
169
-881
-84% -$22K ﹤0.01% 587
2026
Q1 		$27.6K Hold
1,050
– – 0.02% 250
2025
Q4 		$30.7K Buy
+1,050
New +$28.4K 0.02% 238

Other funds holding HRTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

McGuire Capital Advisors's HRTG Position: Q2 2026 in Review

McGuire Capital Advisors reduced its Heritage Insurance Holdings (HRTG) stake by 84% in Q2 2026, selling an estimated $22K and leaving 169 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

McGuire Capital Advisors first reported a position in HRTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.7K in Q4 2025. 186 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • McGuire Capital Advisors held 169 shares of Heritage Insurance Holdings worth $4.41K as of Q2 2026.
  • McGuire Capital Advisors sold 881 Heritage Insurance Holdings shares in Q2 2026, an estimated $22K.
  • Heritage Insurance Holdings made up ﹤0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #587 holding.
  • McGuire Capital Advisors first reported a position in Heritage Insurance Holdings in Q4 2025 and has held it in 3 quarters since.
  • McGuire Capital Advisors's Heritage Insurance Holdings position peaked at $30.7K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.